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Workforce Management
Anonymous
Suggest workforce management improvements
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Apply multiple templates simultaneously
Currently, templates must be applied one at a time for each group. The ability to apply multiple templates at once would expedite scheduling.
0
6
Import/Upload templates via CSV
Enable functionality in templates to import from CSV similar to Staffing Timeline - additionally/alternatively allow import from templates of selected week similar to how staffing timeline can be saved as template.
2
24
Make templates searchable by agent name
Currently you have a search feature in the templates section that searches for keywords in the titles of the templates, but I think it would also be very helpful to be able to search by agent name to see which templates agent may reside in.
0
3
Prevent Template Events from Appending Outside Manually Edited Events
When selecting "Keep Manually Edited Events", I should be able to apply a template without it appending events into blank time slots outside of manually edited (approved) events, even though the current behavior is for templates to fill in any blank spaces. This would ensure that only the manually edited events remain and reduce the need for manual cleanup.
0
3
Enable rotations when applying templates
Integrate rotations in schedule templates beyond multiple schedule templates - alternatively allow for selection of multiple non consecutive weeks when applying templates.
6
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planned
33
Monthly templates
would like the ability to create a full-month template (4 weeks) to account for biweekly and monthly rotations that repeat on a monthly basis
2
·
in progress
23
Edit Filters on Existing Templates
I should be able to edit the filters (such as channel, queue, site, etc.) for a Template after it has been created, so I can adjust targeting criteria without needing to recreate the entire Template.
0
6
Categories of Templates/Shift Patterns
The amount of templates/shift patterns for us is getting very messy ... it would be great if there was a way to create categories of templates and shift patterns to help clean the page up a little.
0
5
Ability to reorder templates. Drag and drop
0
1
Request for Custom Roles to be able to create a template
Currently custom roles can not create a template under whether they are part of a restricted site or not. It would be nice to have a non-admin custom role be able to create their own templates for their restricted group of employees
0
1
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